See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,283 | $104,664-59.6% | $85,682-50.7% | $167,490-74.8% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.9%+7.9pp | 82.1%-4.3pp |
| Annual return | 12.04% | 21.45%-9.4pp | 21.49%-9.4pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,609 | $3,337-21.8% | $2,618-0.4% | $4,837-46.1% |
| Participant deferral / active EE | $6,533 | $4,824+35.4% | $3,923+66.5% | $6,341+3.0% |
| Admin fee / account holder | $19 | $10,032-99.8% | $6,873-99.7% | $12,309-99.8% |